T&C Filter for Forms, Surveys & Quizzes in Workflows

We’ve introduced a new feature in workflows—T&C Filter, allowing accounts to filter users based on whether they agreed to the Terms and Conditions (T&C) or not. This enhancement helps streamline user targeting and ensures workflow steps are aligned with compliance requirements.

How It Works

1. Adding the T&C Filter to Your Workflow

• Navigate to the Workflows section.
• Select the workflow you want to modify or create a new one.
• Select workflow trigger – ‘Form Submitted’, ‘Quiz Submitted’ or similar
• Click Add Filters.
• Choose the T&C Filter option.

2. Configuring the Filter

• Condition Options – Users who have agreed to the T&Cs and users who have not agreed.
• Apply the filter to the relevant step in your workflow.

3. Save and Test

• Save your workflow changes.
• Run a test to verify that the filter behaves as expected.

Feature Benefits

• Improved User Segmentation: Filter users based on their T&C agreement status.
• Enhanced Compliance: Ensure only users who have agreed to specific terms and conditions proceed in workflows.
• Customizable Workflow Paths: Create targeted user journeys by setting conditions for users who agreed or did not agree to the T&C.